NC
NC

Nicholas Carosa

15 Years of Experience
Boston, MA
1 DisclosureBroker

Nicholas Carosa is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

28 State Street 26th Floor, Boston, MA, 02110

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History

Regulatory History (1)
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Criminal
July 2003
Final Disposition
Other Business Activities

Nicholas is a landlord for a rental property in Boston, Massachusetts since May 2021, spending minimal time on it after business hours. He is also a partner in BNL Partners, a real estate venture in Vineyard Haven, Massachusetts since February 2025, spending minimal time on investment decisions and advice.

Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
December 2010 - December 2011 · 1 yr
Morgan Stanley Smith BarneyBroker
October 2010 - December 2011 · 1 yr 2 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nicholas Carosa - Financial Advisor | TrueAdvisor